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JPMorgan Chase

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2701
Loomis, Sayles & Company
Massachusetts
$99K -$473K -3,890 -78%
TF
2702
TimeScale Financial
Massachusetts
$99K -$60.1K -495 -31%
PP
2703
PrairieView Partners
Minnesota
$99K +$134K +1,104 New
ST
2704
Sageworth Trust
Pennsylvania
$97K
LGWM
2705
Litman Gregory Wealth Management
California
$95K -$137K -1,125 -52%
CFG
2706
Capstone Financial Group
Oklahoma
$95K -$7.29K -60 -5%
TCM
2707
TD Capital Management
Tennessee
$93K +$12.1K +100 +11%
CA
2708
Centerpoint Advisors
Massachusetts
$93K +$19.4K +160 +18%
IWP
2709
IAG Wealth Partners
Wisconsin
$90K -$19.4K -160 -14%
HWM
2710
Holloway Wealth Management
Florida
$90K
SC
2711
Stratford Consulting
Texas
$89K -$121K -997 -50%
ELI
2712
Empire Life Investments
Ontario, Canada
$88K -$24.3K -200 -17%
CDIA
2713
Capital Directions Investment Advisors
Georgia
$87K
TWP
2714
TFO Wealth Partners
Ohio
$87K +$729 +6 +0.6%
MSFP
2715
Mark Sheptoff Financial Planning
Connecticut
$85K -$188K -1,550 -62%
CCM
2716
Cribstone Capital Management
Maine
$82K
OAJ
2717
Ogorek Anthony Joseph
New York
$82K
APC
2718
Aspire Private Capital
North Carolina
$77K -$58.4K -481 -36%
EIP
2719
Ellis Investment Partners
Pennsylvania
$77K +$52.7K +434 +90%
MWM
2720
MBE Wealth Management
Wisconsin
$75K +$103K +844 New
SCM
2721
Sirios Capital Management
Massachusetts
$74K -$76.5M -629,869 -100%
BEI
2722
Benjamin Edwards Inc
Missouri
$73K -$402K -3,311 -80%
WWM
2723
Willingdon Wealth Management
North Carolina
$73K -$39.2K -323 -29%
SFG
2724
Sowa Financial Group
Rhode Island
$72K
DOA
2725
D'Orazio & Associates
Virginia
$70K